Kathleen S. Wright Associates Inc. Schwab Fundamental U S Large C Transaction History
Kathleen S. Wright Associates Inc.
- $242 Million
- Q4 2024
A detailed history of Kathleen S. Wright Associates Inc. transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Kathleen S. Wright Associates Inc. holds 822 shares of FNDX stock, worth $18,593. This represents 0.01% of its overall portfolio holdings.
Number of Shares
822
Previous 274
200.0%
Holding current value
$18,593
Previous $19,000
-0.0%
% of portfolio
0.01%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding FNDX
# of Institutions
679Shares Held
579MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA393MShares$8.89 Billion1.77% of portfolio
-
Captrust Financial Advisors Raleigh, NC14.9MShares$338 Million1.03% of portfolio
-
Signature Estate & Investment Advisors LLC10.4MShares$235 Million6.25% of portfolio
-
Mc Adam, LLC9.11MShares$206 Million11.9% of portfolio
-
Steele Capital Management, Inc. Dubuque, IA6.05MShares$137 Million7.44% of portfolio